彭博分析师：黄金与比特币ETF单周吸金超70亿美元，“货币贬值交易”取代AI成为市场焦点

Odaily News, Bloomberg ETF analyst Eric Balchunas stated that gold ETFs and Bitcoin ETFs combined recorded over $7 billion in inflows over the past week, setting a new all-time high for a five-trading-day period, indicating that investors are refocusing on the "debasement trade."

Balchunas noted that as market attention shifts from the artificial intelligence (AI) theme toward safe-haven assets and inflation-resistant assets, the gold ETF SPDR Gold Shares (GLD) and the Bitcoin ETF iShares Bitcoin Trust (IBIT) have emerged as the primary inflow products, with both ranking among the top ten ETFs by inflows over the past week.

Among them, BlackRock's spot Bitcoin ETF IBIT has also seen a notable improvement in its year-to-date flow performance. Balchunas said that IBIT's cumulative inflows so far this year have turned positive, fully filling the gap left by earlier outflows.